Adviser-Hub articles

Partner Zone

Market Minutes: In search of uncorrelated returns

In this new monthly video series, our Multi Asset team dissect what's changed in markets, what's new and what they're keeping an eye on. This month, portfolio manager Caroline Shaw focu...

Fidelity International 10th Jul 2025

bg_growth100725 Partner Zone

Baillie Gifford Managed Fund: our 7 most exciting growth picks

We spotlight seven picks from the Baillie Gifford Managed Fund portfolio with the potential for future growth, reflecting our regional equity and fixed income expertise. Here’s what we’...

Baillie Gifford 10th Jul 2025

Article-balance-01-smll2024 Analysis & Opinion

How is this balanced in a portfolio?

The relationship between emerging and developed markets is changing, with emerging markets increasingly pursuing orthodox fiscal policies while developed markets drown in debt.

Adviser-Hub 9th Jul 2025

abrdn_invest_090725 Partner Zone

Invest for the future with global infrastructure equity

What’s the global infrastructure spending megatrend, and what’s in it for investors?

Aberdeen Investments 9th Jul 2025

Partner Zone

Market volatility unlocks long-term value in Chinese equities

Following heightened tariff-related volatility, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, assesses the evolving Chinese equity landscape and outlines why current ma...

Fidelity International 8th Jul 2025

Article-Pension-01-smll2024 Business Toolkit

Pensions and IHT - should clients’ Expression of Wish be updated now?

Inheritance Tax on unused pension funds will apply only to deaths after April 2027.

Fidelity Adviser Solutions 8th Jul 2025

Article-Animals-Bear-01-smll2024 Market Updates

Global updates: Global uncertainties

Geopolitical events took a new turn in June as Iran and Israel engaged in a short but intense ‘12-day war’ that also included a US military attack on three Iranian nuclear facilities

Adviser-Hub 8th Jul 2025

Article-Direction-05-smll2024 Market Updates

UK market review: Geopolitics dominate in June

Despite a turbulent start to 2025 – compounded by an escalation of ongoing conflict in the Middle East – UK equity markets performed relatively strongly over the first half of the year....

Adviser-Hub 8th Jul 2025

Article-Global-04-smll2024 Market Updates

Market briefings look back at June

A selection of articles, written by our expert investment writers that cover the markets looking back through June.

Adviser-Hub 8th Jul 2025

Partner Zone

Strategic acquisitions in tech: a quiet tailwind for portfolio performance

Fidelity’s Hyun Ho Sohn examines M&A’s role within the global technology sector, reflecting on past successful acquisitions involving portfolio holdings and outlining key recent dea...

Fidelity International 8th Jul 2025

Partner Zone

A renaissance underway for UK equities

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values, examines the recent resurgence of UK equities and outlines why he expects outperformance to continue as buying in...

Fidelity International 8th Jul 2025

Partner Zone

Dollar dominance dimmed

Fidelity believes the recent US trade policy shift will have significant ramifications for US dollar exchange rates.

Fidelity International 8th Jul 2025

Article-Chart-01-smll2024 Analysis & Opinion

Emerging markets: the new orthodoxy

High fiscal spending, economic mismanagement, and geopolitical risk used to be the hallmarks of emerging markets rather than developed markets. Today, these characteristics are more likely to be fo...

Adviser-Hub 7th Jul 2025

Article-DowningStreet-01-smll2024 Analysis & Opinion

The Week: Rachel Reeves finds a friend in the bond market

It turns out the bond markets rather like Rachel Reeves as they contemplate her departure. 

Adviser-Hub 3rd Jul 2025

bg_european_030725 Analysis & Opinion

The European renaissance

Baillie Gifford explains why stronger growth prospects, political stability and fiscal momentum are making European assets more appealing than their US counterparts.

Baillie Gifford 3rd Jul 2025

© 2025, Copyrights Adviser-Hub. All Rights Reserved
Terms & Conditions | Privacy Policy | Modern Slavery statement | Cookie Policy